Securities Operations Associate II
Company | Fidelity National Information Services |
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Location | Jacksonville, FL, USA, Atlanta, GA, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | |
Experience Level | Junior, Mid Level |
Requirements
- 2-3 years of experience in securities operations.
- Excellent customer service skills.
- Banking or financial industry experience.
- Strong verbal and written communication skills.
- Proficiency in Microsoft Excel.
- Experience in a fast-paced, multi-tasking environment.
- Detail-oriented and focused on quality.
- Ability to work both independently and in a team environment.
Responsibilities
- Processing incoming asset transfer requests, including DTC, DWAC, DRS, and Mutual Funds.
- Proactively calling contra-firms or mutual fund companies to complete requests.
- Following up on open transfers and providing updates to clients.
- Communicating professionally with clients and third parties through multiple channels.
- Researching and resolving account questions and problems.
- Handling high-risk tasks with regulatory or monetary implications.
Preferred Qualifications
- Experience with ACATS, SungardGlobalPlus, AddVantage, Trustdesk, or DTCC platform.